core-features-sales-crm

Leads

Transform leads into loyal customers! Capture contact details, track activities, and guide them through each stage. Uncover future opportunities, manage notes and files, and predict deal closures. Your growth engine, powered by insightful lead management with these features: Contact Information Activity Tracker Lead Stage Management Future Opportunities Creator Notes and Tasks Manager Files Manager per … Read more

Opportunities

Maximize the potential of every opportunity with an organized and insightful workflow. Track progress, log communication, and manage files, notes, and events. Ensure no opportunity slips through the cracks with a system designed to streamline your sales process and boost your closing rates. You can do all of this and more with uSource’s Opportunities Administrator: … Read more

Activity Tracker

Never miss a step in your sales journey! The Activity Tracker provides uninterrupted tracking of all activities, from lead and opportunity creation to final conversion. Trace every interaction with leads and opportunities, including: Emails Calls Deals Files Notes Status changes Start Today Start Today

Files Manager

Centralize all your lead and opportunity documents in one secure location! Store images, videos, quotes, billings, and more. Never lose track of critical files again. Track shared files, quotations, and billings, and eliminate the risk of lost documents. Keep your deals organized and accessible for efficient team collaboration in one place! Start Today